00. QuickBooks Integration Overview
Previous Article
15 of 26
in Recycly Knowledgebase
Next Article
Our QuickBooks integration is an optional add-on available to Recycly that allows them to connect their CRM to their QuickBooks Cloud (opens in a new tab) accounts system.
The Recycly QuickBooks Link Capabilities
- Link your CRM Companies and Contacts to existing records in QuickBooks
- Create new QuickBooks Customer records directly from CRM
- Raise QuickBooks Invoices from your CRM
- Raise and post QuickBooks Credit Notes against invoices created in CRM
- View QuickBooks Invoice payments in CRM
- View your Customer Account Status in CRM (including the account status note)
More in Quickbooks
-
PrerequisitesYou'll need: a Recycly account with access to the Settings Area of Recyclya QuickBooks user with "Admin" access, in order to connect the Recycly...
-
For each user of your Recycly system, you can select what (if any) access they have to QuickBooks information and functions.Go to Settings -> Users and click...
-
PrerequisitesYou need to enter some required information on the record in CRM before you can transfer it into QuickBooks:Company or Individual nameStreet...
Still stuck? Contact the Recycly support team